Overview

We are a Chicago based fee only SEC registered RIA whose model is based on low cost. We use Individual stocks and bonds as well as ETF's. We are buy and hold using our own asset allocation strategies. We cover the planning component for clients but do not hold ourselves out as Financial Planners, it is a service we provide. We are looking to merge with a like-minded firm or acquire small or sole-practitioners RIA's who are looking for a successor.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
1,309 days old

Business Data

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